Tax Manager, Registered Investment Companies; RICs

Tax Manager, Registered Investment Companies (RICs)

Join Cohen & Co as the Tax Manager, Registered Investment Companies (RICs).

As a Manager on the RIC Tax team, you’ll manage tax planning and compliance for RICs, guide clients through complex transactions, and lead teams to success. Build relationships with clients and foster growth, collaboration, and excellence.

• Calculate tax effects of transactions, conduct technical tax research, and manage tax partner expectations.
• Handle billing and WIP management.
• Review tax returns and manage tax workflow across multiple engagements.
• Conduct tax research and analyze a variety of RIC-related tax issues.
• Oversee overall client experiences, including deadline management and client expectations.
• Advise clients on consulting and compliance engagements related to RICs.
• Stay up to date on current tax laws, regulatory changes, and industry best practices to provide accurate, strategic advice.
• Build and maintain strong relationships with clients, ensuring ongoing satisfaction and confidence in services.

• Coordinate schedules and deadlines across multiple engagement teams.
• Coach staff, seniors, and managers; share expertise across the team.
• Foster an inclusive culture and develop young leaders through active training and development.
• Be growth-oriented and work toward a leveraged model when appropriate.
• Demonstrate initiative to learn and thrive in a fast-paced environment.

• Bachelor’s degree required.
• CPA or JD preferred.
• 5+ years of progressive experience at a public accounting firm.
• Solid understanding of challenges related to RIC returns.
• Practical knowledge of tax credits and incentives.
• Experience advising clients on consulting and compliance engagements related to RICs.
• Experience conducting tax research and analyzing complex tax issues.
• Excellent leadership and organizational skills; ability to coach and develop team members.
• Ability to manage multiple priorities while leading internal and external stakeholders.
• Strong written and verbal communication skills; proficiency in Outlook, Excel, Word, Adobe; strong understanding of CCH Axcess.
• Initiative to learn and thrive in a fast-paced environment while challenging the status quo.

• Cleveland, OH;
  Akron, OH;
  Youngstown, OH;
  Baltimore, MD;
  Buffalo, NY;
  New York, NY;
  Chicago, IL;
  Denver, CO;
  Detroit, MI;
  St. Clair Shores, MI;
  Milwaukee, WI;
  Philadelphia, PA or Pittsburgh, PA
• Hybrid work environment

Sure, we like numbers. (But we’ll never treat you like one.) We value diversity and inclusion and offer a comprehensive total rewards package. Our principles emphasize great people first.

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture.